Steve Campbell: Inflation cools, but RBA caution remains
June CPI data has eased expectations of another rate hike in August, although inflation remains above target and the RBA’s tightening bias is likely to stay in place. Pendal’s head…
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June CPI data has eased expectations of another rate hike in August, although inflation remains above target and the RBA’s tightening bias is likely to stay in place. Pendal’s head…
Here are the main factors driving the ASX this week, according to Pendal portfolio manager JULIA FORREST. Reported by portfolio specialist Chris Adams MIDDLE East tensions continue to weigh on markets….
The latest jobs data has lifted market expectations for an RBA hike, but rising underutilisation suggests the labour market is gradually softening. Pendal’s head of government bond strategies TIM HEXT…
After a tough start to the year, REITs are starting to look a lot more interesting. Pendal portfolio manager JULIA FORREST discusses the key contributors to this trend IT’S been…
Cash might not be the “rock-star” of asset classes, but it does have a place in portfolios, explains Pendal’s head of cash strategies, STEVE CAMPBELL “Cash is always going to…
Pendal investment analyst CALLUM SINCLAIR explains why getting ahead of an earnings rebase can be critical in small caps — and how early research can uncover opportunities before the market…
Discover how Australia’s first Commonwealth Government Green Bond is helping support the nation’s transition to a low-carbon economy. Regnan Credit Impact Trust and Pendal Sustainable Australian Fixed Interest Fund invested…
From affordable housing to microfinance, social bonds are helping create opportunity where it’s needed most Around two thirds of global emissions come from electricity generation. Renewables and low carbon energy…
A busy week of inflation and jobs data offered some relief at the headline level, but sticky housing costs and a resilient labour market mean the Reserve Bank is unlikely…
Here are the main factors driving the ASX this week, according to investment analyst OLIVER RENTON. Reported by portfolio specialist Chris Adams THE central banks of both Australia and the US…